VANGUARD WORLD FDS's ticker is VHT and the CUSIP is 92204A504. A total of 291 filers reported holding VANGUARD WORLD FDS in Q4 2016. The put-call ratio across all filers is 0.63 and the average weighting 0.4%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2024 | $8,150,844 | -2.5% | 30,642 | -0.8% | 1.15% | -3.8% |
Q1 2024 | $8,355,624 | +5.8% | 30,887 | -2.0% | 1.19% | -3.3% |
Q4 2023 | $7,897,630 | -2.0% | 31,502 | -8.1% | 1.23% | -12.6% |
Q3 2023 | $8,056,118 | -6.8% | 34,267 | -2.9% | 1.41% | -7.2% |
Q2 2023 | $8,639,802 | -0.4% | 35,290 | -3.0% | 1.52% | -2.8% |
Q1 2023 | $8,671,583 | -2.2% | 36,365 | +1.7% | 1.56% | -10.6% |
Q4 2022 | $8,868,503 | +12.2% | 35,753 | +1.2% | 1.75% | -1.0% |
Q3 2022 | $7,905,000 | -8.5% | 35,337 | -3.7% | 1.76% | -10.7% |
Q2 2022 | $8,638,000 | -19.1% | 36,679 | -12.7% | 1.98% | +21.3% |
Q1 2022 | $10,683,000 | -2.0% | 41,993 | +2.7% | 1.63% | +4.0% |
Q4 2021 | $10,899,000 | +23.8% | 40,907 | +14.8% | 1.57% | +7.5% |
Q3 2021 | $8,804,000 | +16.5% | 35,624 | +16.5% | 1.46% | +14.5% |
Q2 2021 | $7,558,000 | +8.0% | 30,581 | -0.0% | 1.27% | -3.9% |
Q1 2021 | $6,996,000 | +1.0% | 30,584 | -1.3% | 1.32% | -5.6% |
Q4 2020 | $6,930,000 | +16.5% | 30,974 | +6.3% | 1.40% | +1.2% |
Q3 2020 | $5,946,000 | +6.6% | 29,142 | +0.6% | 1.39% | -4.7% |
Q2 2020 | $5,579,000 | +10.7% | 28,954 | -4.6% | 1.46% | -5.1% |
Q1 2020 | $5,042,000 | -4.3% | 30,354 | +10.4% | 1.53% | +40.5% |
Q4 2019 | $5,271,000 | +8.6% | 27,490 | -5.1% | 1.09% | +4.2% |
Q3 2019 | $4,855,000 | -5.1% | 28,958 | -1.5% | 1.05% | -5.6% |
Q2 2019 | $5,115,000 | +2.7% | 29,405 | +1.8% | 1.11% | +1.2% |
Q1 2019 | $4,980,000 | +0.5% | 28,872 | -6.4% | 1.10% | -15.7% |
Q4 2018 | $4,956,000 | +25.7% | 30,859 | +41.2% | 1.30% | +11.2% |
Q3 2018 | $3,943,000 | +13.7% | 21,856 | +0.3% | 1.17% | +2.4% |
Q2 2018 | $3,469,000 | -1.1% | 21,794 | -4.6% | 1.14% | -9.6% |
Q1 2018 | $3,507,000 | -23.1% | 22,845 | -22.8% | 1.26% | -19.2% |
Q4 2017 | $4,561,000 | +7.9% | 29,592 | +6.6% | 1.56% | +9.2% |
Q3 2017 | $4,228,000 | +11.4% | 27,767 | +7.9% | 1.43% | +12.7% |
Q2 2017 | $3,794,000 | +155.8% | 25,740 | +139.3% | 1.27% | +69.6% |
Q1 2017 | $1,483,000 | +23.5% | 10,758 | +13.6% | 0.75% | -16.9% |
Q4 2016 | $1,201,000 | +158.3% | 9,474 | +170.8% | 0.90% | +135.9% |
Q3 2016 | $465,000 | -1.7% | 3,499 | -3.6% | 0.38% | -4.0% |
Q2 2016 | $473,000 | +6.1% | 3,629 | +0.2% | 0.40% | +4.5% |
Q1 2016 | $446,000 | -6.1% | 3,620 | +1.2% | 0.38% | -6.8% |
Q4 2015 | $475,000 | – | 3,576 | – | 0.41% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Pariax, LLC | 18,636 | $4,443,941 | 13.52% |
PGIM Custom Harvest LLC | 931,201 | $222,054,294 | 9.21% |
AMI INVESTMENT MANAGEMENT INC | 79,910 | $19,055,338 | 8.89% |
Allied Investment Advisors, LLC | 117,886 | $28,111,096 | 8.71% |
EXECUTIVE WEALTH GROUP LLC | 50,777 | $12,108,312 | 8.57% |
BCM ADVISORS, LLC | 107,056 | $26,473,878 | 7.16% |
Morningstar Investment Management LLC | 199,110 | $47,480 | 7.06% |
Essex Private Wealth Management, LLC | 7,902 | $1,884,250 | 6.84% |
PARAGON FINANCIAL PARTNERS, INC. | 27,101 | $6,462,422 | 6.77% |
Wealth Management Solutions, LLC | 48,001 | $11,446,226 | 6.59% |